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- Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Houston, TX area, Fred Zeller will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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- Neartown - Montrose, Central Houston, Montrose
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Fred Zeller - Financial Advisor, Ameriprise Financial Services, LLC
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Specialties: Investments, Saving for Education, Employee Stock Options, Estate Planning Strategies, Retirement Planning Strategies
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Reviews
Jeffrey Vanover's email footer includes:
"Ask me how the Confident Retirement® approach can help you meet your future with confidence."
He has left me anything but confident. We had a good plan worked out but he switched it on me. Now I'm retired and find that my foundation account had been changed to over 77% high-risk items from the muni bond funds we agreed on. He gave me a 31% loss in two months a high-risk oil stock.
What he had done was schedule a lunch meeting with me, show up half an hour late, and ask me to sign some forms. Being in a hurry to get back to the office (I worked for a few more months) I foolishly trusted him when he said it was just a internal thing to give him more freedom in managing the account. As I drove off I thought it was funny he hadn't given me a copy. But certainly I could trust Jeffrey.
That cost me $4,300 last year and more this year.
I asked Ameriprise if they had a process for dealing with problem agents. They offered to refer me to another.
Details
Phone: (713) 521-0300
Address: 1428 W Alabama St, Houston, TX 77006
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